Brian Zachary Benson
Investment adviser representative at Cwm, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Cwm, LLCApr 2023 to now
- Carson WealthApr 2023 to now
- DoordashMay 2022 to now
- Cetera Advisor NetworksFeb 2023 to May 2025
- Cwm, LLC dba Carson WealthFeb 2023 to Apr 2023
- Charles Schwab & Co., Inc.May 2022 to Jan 2023
- Northwestern MutualMay 2021 to Nov 2021
- Balanced Financial IncAug 2020 to Apr 2021
- The Home DepotMay 2020 to Mar 2022
- Full-time EducationAug 2018 to May 2022
- H2o CarwashOct 2016 to Aug 2019
- Full-time EducationMay 2012 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7355999
- Firm CRD
- 155344